How it works
Three steps. The whole job, done.
A senior-friendly experience for your clients. A complete workflow for you. From the first text message to a synced CRM — usually inside a single appointment.
Send one secure link.
Pick a client, hit send.
- Generate a unique invite link from the client list — or send it by text from your CRM
- Branded with your agency logo and contact details
- Links are unique per client and expire after a set window
- Resend or regenerate anytime
Your client fills it in — on their phone.
No app. No password. Built for seniors.
- Identity check: last name and date of birth — that's it
- Privacy-policy acknowledgment and Permission to Contact
- CMS-aligned Scope of Appointment, e-signed and saved as an immutable record
- Typeahead search for doctors, hospitals, pharmacies, and medications
- Progress saved at every step — clients can resume within the invite window
Verified data, synced to your CRM.
Ready for your next conversation.
- Doctors, hospitals, pharmacies, and medications written to the matching contact
- SOA and PTC attached to the client record as immutable artifacts
- Auto-created custom fields — no manual mapping
- Trigger workflows in your CRM the moment intake is submitted
The client's view
A senior-friendly form, all the way through.
Six short screens. Plain language. Large touch targets. No login. Most clients finish in under 10 minutes.
Privacy & welcome
A short, plain-language welcome from your agency. Client acknowledges the privacy policy — versioned and time-stamped.
Permission to Contact
Client confirms how you may reach out — phone, text, or email — and e-signs the PTC. Stored as an immutable record.
Scope of Appointment
CMS-aligned SOA presented in clear language. E-signed and valid for 12 months from signature date.
Doctors & hospitals
Typeahead search across CMS-sourced providers. Client picks real names — no free text, no typos.
Pharmacy
Client selects their preferred pharmacy from a verified list. Flag for mail-order or alternates.
Medications
Verified drug search with strength and dosage. A 'can't find it' flag routes anything unusual back to you.
Mobile-first. Plain language. Large touch targets. No client login required.